TSE:GEI

Gibson Energy (GEI.TO)

29.69
+0.33 (1.12%)
as of Jun 5, 2026, 3:48:47 pm Market Open.
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Investor Insights
star iconJun 5, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

Gibson Energy (GEI-T) has garnered attention from various market experts, with mixed insights on its value and growth potential. Most analysts express a positive outlook, highlighting its high dividend yield of nearly 7% and acceptable growth rates as attractive attributes for income-focused investors. While there are concerns about the company's high debt levels adding to risks, many do not see the dividend as jeopardized. Comparatively, it trades reasonably and is suggested as a lower-cost option in the midstream oil sector, although some analysts recommend considering alternatives like Imperial Oil for better investment opportunities. Overall, experts acknowledge potential growth in the natural gas sector as favorable for Gibson Energy, positioning it as a solid choice for those looking to invest in energy stocks.

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Consensus
Hold
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Valuation
Fair Value
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Similar
Imperial,IMO
BUY
Prefers Canadian mid-streams, like PPL or GEI, both of which are focused on cashflow. Both are approaching fair value, but are good candidates if your quest is a good dividend and dividend growth.
TOP PICK
Forever is a long time, but the backdrop for Canadian energy has forever changed. Good entry point. Trades at 17x, 14% EPS growth. Very unlevered balance sheet. Lots of avenues of growth. Dividend is growing. Hopefully, an easy and boring way to get a nice dividend and 10-20% capital appreciation over the next year. Yield is 5.79%. (Analysts’ price target is $25.27)
WEAK BUY
Good results, but not as good as expected, hence the muted reaction. Likes the strategy of low-risk storage assets, plus diluent recovery unit. Good position to continue growing. Given M&P appetite in Canada, could possibly be a takeout. Still upside, but in low double digits.
BUY
He has a bias towards Canadian mid-streams right now. Robust tank storage business, recovery unit will be expanded, non-demanding valuation, low-risk projects with high payback for double-digit growth.
PAST TOP PICK
(A Top Pick Sep 04/20, Up 9%) The share price has been disappointing. It has a health balance sheet that nicely covers its dividend and they are probably buying back shares right now. A 6% dividend yield with some growth is okay for him. It should pick up in the next couple of quarters.
COMMENT

Similar to Keyera. A smaller infrastructure and transportation sector player. The sector is being rapidly consolidated. The play right now is to look at the next acquisition. Could be okay for a smaller position or for those with more risk appetite.

TOP PICK
He is trying this one again as a top pick. It is a low risk way to get exposure to the oil and commodities sector. The dividend is fully covered through contracts. They have growth opportunities there. He thinks their commodity spreads division will probably start to become profitable again. The balance sheet is super clean. (Analysts’ price target is $24.00)
PAST TOP PICK
(A Top Pick Oct 24/19, Down 1%) They're more focussed on storage, which is more defensive in the midstream oil industry. In terms if share price, it's doing well vs. its midstream peers which are down 20-40%. Why? It's announced two new storage units and their earnings have exceeded guidance this year during the pandemic. The stock hasn't rallied because energy sentiment is so weak.
TOP PICK
They have done a great job selling down assets and have paid down debts. They have the best balance sheet out of peers. There is also growth prospects still with contracts with oil sands companies. One of the best dividend payer in the oil patch. (Analysts’ price target is $25.65)
PAST TOP PICK
(A Top Pick May 10/19, Down 14%) Shippers were up yesterday, Black Monday, because everyone needs to store their oil like Gibson's. But all these companies suffer counter-party risk with their end customers. GEI has done relatively well against peers. Price momentum and valuation are not bad. Offers a 23% ROE. Trades in line with pipeline companies at 11x EBITDA. A reasonable balance sheet and pays a decent yield. He still holds it.
PAST TOP PICK
(A Top Pick Oct 24/19, Up 21%) They are a mid-stream company that touches about 1 in 4 barrels in western Canada.
TOP PICK
Raised target to $30. Infrastructure like storage and distribution. Great entry point. Likes oil patch, but not ready to buy oil companies just yet, so he likes these plays. Yield is 4.84%. (Analysts’ price target is $28.83)
TOP PICK
They have gone from very commodity exposed to a very clean story in terminals and bulk storage. They are able to increase the volumes of crude by rail. (Analysts’ price target is $26.13)
HOLD
A mid-market company in the energy space -- not a producer. A quasi utility, with a reasonable dividend and some growth opportunity. He would hold it.
TOP PICK
A midstream operator. A safer play on energy and prices more like a utility as a result. Has $200 million in project growth each year. Yield 5.99% (Analysts’ price target is $25.04)
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